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HOMESTEAD CAPITAL USA, LLC

SAN FRANCISCO, CA · CRD 281186 · IAPD ↗ · homesteadcapital.com · 415-369-9952

$1.58BRegulatory AUM
17Advisory reps
23Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — HOMESTEAD CAPITAL USA, LLC added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — HOMESTEAD CAPITAL USA, LLC grew from 14 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.